+3,663.5%
SHOP vs IBB
+133.2%
+3,530.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.3% |
| 7D | -2.5% | -1.4% | -1.1% | -0.8% |
| 30D | -16.7% | +6.8% | -23.5% | -23.0% |
| 3M | -2.2% | +9.2% | -11.4% | -12.8% |
| 6M | +45.6% | +28.3% | +17.2% | +6.0% |
| YTD | -7.3% | +29.4% | -36.6% | -34.3% |
| 1Y | -6.1% | +33.2% | -39.3% | -35.9% |
| 3Y | +143.3% | +90.2% | +53.2% | +3.2% |
| 5Y | +0.2% | +44.0% | -43.8% | -35.1% |
| 10Y | +3,663.5% | +133.1% | +3,530.4% | +1,485.3% |
| All | +3,663.5% | +133.2% | +3,530.3% | +1,485.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling